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Affinity Capital Advisors’s Amgen AMGN Stock Holding History

Affinity Capital Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
964
-53
-5% -$18.1K 0.04% 131
2026
Q1 		$358K Sell
1,017
-16
-2% -$5.7K 0.05% 121
2025
Q4 		$338K Buy
1,033
+179
+21% +$56.8K 0.05% 123
2025
Q3 		$254K Buy
854
+25
+3% +$7.25K 0.04% 131
2025
Q2 		$231K Sell
829
-32
-4% -$9.06K 0.04% 143
2025
Q1 		$246K Buy
861
+37
+4% +$10.9K 0.05% 134
2024
Q4 		$216K Hold
824
– – 0.04% 145
2024
Q3 		$265K Sell
824
-6
-0.7% -$1.96K 0.05% 131
2024
Q2 		$259K Hold
830
– – 0.05% 130
2024
Q1 		$236K Buy
830
+17
+2% +$4.97K 0.05% 136
2023
Q4 		$234K Buy
813
+67
+9% +$18.3K 0.06% 127
2023
Q3 		$201K Buy
+746
New +$186K 0.06% 130
2023
Q1 		– Sell
-826
Closed -$217K – 125
2022
Q4 		$217K Buy
+826
New +$221K 0.07% 100
2022
Q3 		– Sell
-826
Closed -$201K – 110
2022
Q2 		$201K Buy
+826
New +$202K 0.07% 105
2021
Q1 		– Sell
-874
Closed -$201K – 122
2020
Q4 		$201K Buy
874
+5
+0.6% +$1.15K 0.08% 113
2020
Q3 		$221K Hold
869
– – 0.13% 99
2020
Q2 		$205K Hold
869
– – 0.13% 94
2020
Q1 		$204K Sell
869
-73
-8% -$15.9K 0.15% 93
2019
Q4 		$227K Buy
+942
New +$208K 0.15% 103

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Affinity Capital Advisors's AMGN Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Amgen (AMGN) stake by 5.2% in Q2 2026, selling an estimated $18.1K and leaving 964 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #131.

Affinity Capital Advisors first reported a position in AMGN in Q4 2019 and has held it in 19 quarters since. The position peaked at $358K in Q1 2026. 575 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Affinity Capital Advisors held 964 shares of Amgen worth $353K as of Q2 2026.
  • Affinity Capital Advisors sold 53 Amgen shares in Q2 2026, an estimated $18.1K.
  • Amgen made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • Affinity Capital Advisors first reported a position in Amgen in Q4 2019 and has held it in 19 quarters since.
  • Affinity Capital Advisors's Amgen position peaked at $358K in Q1 2026.
  • 575 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.